ValuationViz

TRU fund manager activity

TransUnion · NYSE. Reported by 12 tracked fund managers in their 13F filings, Q3 2015 to Q2 2026.

Q2 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalTrimmed544,036$39,246,7570.06%Aug 14, 2026
Dodge & Cox FundsAdded24,196,211$1,745,514,6620.91%Aug 13, 2026
Joel Greenblatt - Gotham Asset ManagementAdded58,741$4,237,5760.01%Aug 14, 2026
Triple Frond PartnersNo change817,828$58,998,0005.27%Aug 13, 2026
Vulcan Value PartnersTrimmed2,707,249$195,300,9685.94%Aug 10, 2026

Q1 2026

ManagerActivitySharesValue% of portfolioFiled
Ron Baron - Baron CapitalTrimmed641,179$44,363,1750.13%May 15, 2026
Dodge & Cox FundsAdded16,189,511$1,120,152,2660.62%May 14, 2026
Joel Greenblatt - Gotham Asset ManagementTrimmed52,073$3,602,9310.01%May 15, 2026
Thomas Gayner - Markel GroupSold out——0.00%May 1, 2026
Triple Frond PartnersAdded817,828$56,586,0005.88%May 15, 2026
Vulcan Value PartnersAdded3,207,405$221,920,3815.88%May 11, 2026

Older quarters